Current & Future Donors

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Advised Funds

A donor advised fund allows you to recommend specific nonprofits you would like to benefit. This is an efficient and cost-effective way to donate without the hassles and expense of a private foundation. In 2016, OCF donor advised funds granted nearly 38 million to nonprofit organizations across Oregon.

Through a donor advised fund, you’ll have the opportunity to name your own charitable fund, identify organizations you’d like to support, and connect and collaborate with other donors. Donor advised funds are also a great way to engage your family in philanthropy and in get involved in your community.

Update: 2017 Year-End Grantmaking

To ensure that nonprofit organizations receive grants by the end of the year, please submit your grant recommendations by December 8.

We will continue to accept grant recommendations through December, and will do our best to send out grant awards before December 31.

If you plan to make a gift to your fund(s), below are a few upcoming dates to remember. Certain types of assets take longer to transfer to OCF, particularly at the end of the calendar year. For a transfer to qualify for a charitable tax deduction in 2017, it must be received by OCF no later than December 31. Please refer to the suggested timeline below to help increase the possibility that your charitable contributions will be transferred on time.

 
Initiation Date Gift Type
No later than December 1, 2017 Mutual Funds
No later than December 1, 2017 IRA rollovers
No later than December 15, 2017 Public securities
No later than December 26, 2017 Wire transfers
Must be postmarked by December 31, 2017 (Sunday) Checks or cash

 

  • Donor Services

    Donor Services

    As one of the largest community foundations in the nation, OCF offers stability, expertise and a proven commitment to donors and to Oregon’s communities. We have more than 40 years of experience in managing our donors’ funds and helping donors achieve maximum impact in their communities. 

    How we assist our donors:

    A Personal Connection

    Our expert staff can help guide you through one-on-one or family meetings geared toward your interests. We also offer group workshops on topics related to nonprofits and philanthropy. With six offices located throughout Oregon, we are close at hand.

    Donor Events and Learning Opportunities

    If you like to be hands-on in your giving, OCF can help. Our events give you the chance to engage with nonprofits and other donors in your community. We offer donor workshops focused on specific issues and best practices in philanthropy. View our upcoming events for a full list of opportunities to stay engaged in your philanthropy.

    Expert Research and Analysis

    From arts programs to early childhood education to natural resources, we research effective nonprofits. Our researchers issue reports on best practices in the nonprofit sector. This knowledge base is available to you.

    For an interactive look at all of OCF's grantmaking throughout the state, visit the OCF Giving Explorer. For a full list of grants made from donor advised funds in 2016, visit the Donor Advised Fund Grant Tool.

    Grantmaking Assistance

    You can participate in grantmaking to the extent that you choose. Whether your passion is for social services, the arts, the environment or any of dozens of other needs, our staff can help you maximize the impact of grant dollars by providing research and information about nonprofits around the state.

    Option to Maintain Anonymity

    We offer you the option to remain anonymous at a level that is comfortable for you. 

    Extensive Online Resources

    OCF has a comprehensive website with information for donors and grant seekers. The site also includes MyOCF, a dynamic online tool for advised fund donors. Through MyOCF, you can access fund information and have the ability to make grant recommendations any time you wish.

  • Upcoming Events

    Greater Good Donor Conference: November 9, 2017

    Hilton Portland & Executive Tower

    Mark your calendars! Greater Good 2017, OCF’s Inaugural Donor Conference will be on November 9th, 2017. More information and details to come!

    Natural Resources Webinars

    OCF is pleased to announce a 2017 webinar series for donors about natural resources and environmental issues. Donors developed the ideas for these webinars.

    Please note that the 2017 webinar series is a service provided as a learning opportunity for OCF donors. OCF donors are eligible to participate in any of the webinars listed.

    Thurs. March 16 at noon PST:
    How are working lands protecting and restoring important fish and wildlife habitat?

    The farming, ranching and forest communities are protecting and restoring sensitive habitat while also helping local rural economies prosper. This webinar will discuss the creative and innovative strategies utilized by these important industries to produce positive outcomes.

    Speakers include:

    Kelley Beamer, Executive Director, Coalition of Oregon Land Trusts
    Evan Smith, Senior Vice President, The Conservation Fund
    Woody Wolfe, Sixth Generation Farmer, Wolfe Century Farm

    Register Here

    Fri. April 21 at noon PST:
    What is the health of Oregon’s natural landscapes?

    Oregon is home to many diverse and beautiful natural habitats from deserts to temperate rainforests and complex riverine systems that house a myriad of native fish and wildlife. This webinar will discuss the status of these habitats and how climate change affects the health of Oregon’s diverse ecosystems.

    Speakers include:

    Angus Duncan, Founder and President, Bonneville Environmental Foundation (Mr. Duncan is also the Chair of the Oregon Global Warming Commission)
    Jimmy Kagan, Director, Institute for Natural Resources at Portland State University
    Phil Mote, Director, Oregon Climate Change Research Institute and Professor, College of Earth, Ocean, and Atmospheric Sciences Oregon State University (Dr. Mote is also a member of the Intergovernmental Panel on Climate Change)

    Register Here

    Wed. May 10 at 1:30 pm PST:
    What are the policy pathways in Oregon, Washington, and California to reduce greenhouse gas emissions?

    This conversation will offer insights into what it takes to implement a mandatory greenhouse gas reduction plan, using California’s law called AB 32 as an example. AB 32 requires a reduction of greenhouse gas emissions to 1990 levels by 2020. Leading policymakers in Oregon and Washington will also discuss the challenges and opportunities in relation to transitioning all Pacific Northwest states to pathways that will reduce greenhouse gas emissions.

    Speakers include:

    Chris Davis, Senior Advisor Energy and Carbon Markets, Governor Inslee
    Chris Edwards, Former Oregon State Senator
    Michael Gibbs, Assistant Executive Officer, California Air Resources Board

    Register Here

    Mon. June 12 at 2:00 pm PST:
    What are the variety of strategies environmental organizations pursue to restore and protect imperiled habitat?

    Environmental organizations deploy a spectrum of approaches to succeed in conservation successes. This includes everything from advocacy to collaboration. Leading nonprofit environmental organizations will discuss various approaches to achieving successful conservation outcomes.

    Speakers Include:

    Jim Desmond, Director, The Nature Conservancy of Oregon
    Nick Hardigg, Executive Director, Audubon Society of Portland
    Bobby Cochran, Executive Director, Willamette Partnership

    Register Here

    Thurs. July 6 at 10:30 am PST:
    How are citizens mobilizing to take action on climate change?

    There are many organizations mobilizing the grassroots to take action on climate change. This webinar includes leading organizers working with diverse local communities that are speaking out and asking decision-makers to take action to reduce greenhouse gas emissions.

    Speakers Include:

    Shilpa Joshi, Organizing Director, Renew Oregon
    Julia Olson, Executive Director, Our Children’s Trust
    Brett VandenHeuvel, Executive Director, Columbia Riverkeeper

    Register Here

  • Donor Relations Staff

    Donor Relations Staff

    OCF is home to a group of professionals focused on helping donors of advised funds. We work closely with you and are available to meet and discuss how you can enact your philanthropic goals. Please contact one of the staff members listed below to let us know how we can help.

    Portland

    The Oregon Community Foundation
    1221 SW Yamhill St., Suite 100
    Portland, OR 97205

    503.227.6846 (T)
    503.274.7771 (F)
    advisedfunds@oregoncf.org

    Donor Relations Officers

    Donor Relations Associates


    Eugene

    The Oregon Community Foundation
    440 East Broadway, Suite 160
    Eugene, OR 97401

    541.431.7099 (T)
    541.465.9852 (F)
    advisedfunds@oregoncf.org


    Medford

    The Oregon Community Foundation
    818 W Eighth St.
    Medford, OR 97501

    541.773.8987 (T)
    541.245.8796 (F)
    advisedfunds@oregoncf.org


    Bend

    The Oregon Community Foundation
    15 SW Colorado Ave., Suite 375
    Bend, OR 97702

    541.382.1170 (T)
    541.382.1215 (F)
    advisedfunds@oregoncf.org

  • Advised Fund Resources

    The following resources can help fund advisors to maximize the effectiveness of their donations.

    Advised Fund Handbook

    The Advised Fund Handbook summarizes OCF’s Advised Fund Program, including the grantmaking process and frequently asked questions. This useful tool will aid you in making grants from your fund and learning more about the services OCF offers. As always, OCF staff members are available to answer your questions. If you prefer to receive a printed copy of the handbook, please contact advisedfunds@oregoncf.org.

    Fund Information Packets

    Twice a year, fund advisors receive an informational fund packet that coincides with OCF’s spring and fall requests for grant recommendations. This packet provides the latest information about fund balances; the amount available for grants; recent grants from your fund; updates on the donor-advised funds program; and a grant recommendation form.

    In addition to basic fund information, you can request grant suggestions based on your charitable interests. Please contact us if you’d like to receive  grant suggestions with your fund packet. 

    Grant Review and Approval

    All grant recommendations come before the Foundation’s board of directors for review and approval. Following approval, checks and grant award letters are mailed to recipient organizations. The award letter includes information on the grant's purpose, as well as the fund's contact name and address information. This allows the recipient organization to thank you personally. Alternatively, fund advisors may remain anonymous. All fund advisors receive confirmation from OCF that grant recommendations were approved.

    Grantmaking Calendar

    The OCF fiscal year begins on January 1 and ends on December 31. Key periods for donor-advised fund grants include:

    • March and September: The semiannual fund packet is sent to advisors.

    • May: The OCF board reviews and approves March and April grant applications.

    • November: The OCF board reviews and approves September and October grant applications.

    In special circumstances, grants may be recommended each month. OCF does not contact advisors prior to those dates.

    Research Reports

    As part of our support to donors and charitable giving in Oregon, the Foundation commissions research and publications on issues that affect our communities. The goal of this research is to foster constructive dialogue and build consensus. Past reports include studies on children and families, education, and livability through civic engagement. Although OCF supports these projects, we do not necessarily endorse specific positions taken in the publications. As a donor, you might be interested in these publications, which are available here.

  • MyOCF

    MyOCF - Online Fund Access

    MyOCF is an online connection to your advised fund. With MyOCF, you can check your fund balance, submit grant recommendations, view grantmaking history, search community grant applications, and add to your fund. Contact your donor relations officer to get started.